Templates in Tallyfy are reusable blueprints that transform business processes into automated workflows with three stages - document your procedures and run consistent processes and improve based on real data - solving common problems like inconsistent quality and knowledge loss while supporting both multi-step procedure templates and smart document templates.
Milestones
Milestones group your template steps into collapsible sections. They’re optional - steps without a milestone appear in an “unmapped” section at the bottom.
- Open your template in edit mode
- Click Create milestone
- Enter a name (max 250 characters)
- Click Accept
- Add steps: Drag steps into a milestone section, or create new steps while a milestone is selected
- Move steps: Drag between milestones, or drag to unmapped to ungroup
- Reorder milestones: Drag milestone headers to change their order
Right-click a milestone header to rename or delete it. Deleting a milestone moves its steps to the unmapped section.
When you launch a process, milestones carry over. Tasks appear grouped under the same collapsible milestone sections.
CSV exports include milestone_id, milestone_name, and milestone_position columns. Tasks without a milestone show empty values.
Tracking And Tasks > An overview of processes
Processes in Tallyfy are running instances of templates that transform workflow blueprints into trackable work with unique names and activity logs while template changes don’t affect already-running processes.
Processes > Process lifecycle management
Tallyfy process lifecycle management involves five phases - create templates with logical organization and detailed instructions, launch customized instances with proper context, execute tasks sequentially, monitor progress through tracker views to catch issues early, and complete processes while analyzing data for continuous improvement.
Templates > Using folders for templates
Organizing templates in Tallyfy through folders and subfolders helps teams quickly locate workflow blueprints among large libraries while keeping template organization separate from the folder system used for active running processes and tasks.
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